4,281 hedge funds and large institutions have $503B invested in Visa in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,823 increasing their positions, 1,760 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

1.12% less ownership

Funds ownership: 87.88%86.76% (-1.1%)

6% less capital invested

Capital invested by funds: $533B → $503B (-$30.4B)

21% less funds holding in top 10

Funds holding in top 10: 569447 (-122)

Holders
4,281
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
447
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.16B
Puts
$5.25B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
3351
Audent Global Asset Management
California
$540K
FLP
3352
Financial Life Planners
Arizona
$539K
OC
3353
Oarsman Capital
Wisconsin
$538K
RFA
3354
Reyes Financial Architecture
California
$536K
WMN
3355
Wealth Management Nebraska
Nebraska
$536K
RWM
3356
RKL Wealth Management
Pennsylvania
$536K
FFC
3357
Frederick Financial Consultants
Maryland
$535K
PS
3358
Planned Solutions
California
$535K
CWMS
3359
Cannon Wealth Management Services
North Carolina
$533K
MWM
3360
Mascoma Wealth Management
New Hampshire
$533K
EA
3361
Echo45 Advisors
California
$532K
CFA
3362
Capstone Financial Advisors
Illinois
$531K
ABTD
3363
Arvest Bank Trust Division
Oklahoma
$531K
APM
3364
a16z Perennial Management
California
$529K
PWA
3365
Physician Wealth Advisors
Utah
$529K
MHR
3366
Matthew Hamilton Rosenberg
$529K
FWM
3367
Fonville Wealth Management
Virginia
$526K
BCMLT
3368
Beacon Capital Management LLC (Tennessee)
Tennessee
$526K
CCG
3369
Catalina Capital Group
California
$526K
HIG
3370
Heritage Investment Group
Florida
$524K
IMC
3371
Investment Management Corporation
Virginia
$524K
WWM
3372
Whalen Wealth Management
Nevada
$524K
BCM
3373
Blume Capital Management
California
$522K
RWA
3374
Redhawk Wealth Advisors
Minnesota
$521K
NWMG
3375
National Wealth Management Group
Ohio
$520K